Inflation Relief Ahead?
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration. https://t.co/M2UZPIhQy2
The speed of the equity rebound is impressive, but the bigger question for investors is what's powering itโand what could derail it. https://t.co/OeyQoosFVE
AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance. https://t.co/rbLIdyIFko
As IPOs gain momentum in 2026, larger and later stage companies are coming to market across sectors. Financial sponsors, retail investors and multiple capital-raising channels are shaping this year's equity issuance landscape. https://t.co/SiphfCcUny
For investors, IPOs can offer early access to innovative companies, but they come with risks. Here's what to know about investing in companies that are going public. https://t.co/p6zcKIRecZ
Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money moves, without overthrowing wholesale banking https://t.co/1m5Y7VQ8Kc
The State of the Workplace 2026 Financial Benefits Study is now live. To explore how workplace financial benefits, retirement support and equity compensation can help drive talent retention and employee engagement, explore the full study here: https://t.co/q8xkzDOLk3
As we observe Memorial Day, we take a moment to remember and honor the men and women of the U.S. Armed Forces who gave their lives in service to our country. We are grateful for their courage and for the families who carry their legacy forward.
Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes a resolution of the oil supply shock. https://t.co/3KvizZx0EB
Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure. https://t.co/nrlTfQ9R2O
Founders are broadening capital strategies, embracing interim liquidity solutions such as tender offers, and paying close attention to IPO readiness, according to Morgan Stanley's Founder Survey. https://t.co/EZgz0S1QkU
Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/ofxU3Q3YPi
Happy Mother's Day! One day just isn't enough to pay tribute to the one who made us all who we are today. Whether it's a mother, stepmother, grandmother, or godmother today is the day we thank them for all they've done.
Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors. https://t.co/lcQAvCKWky
Morgan Stanley's four key investment themes for 2026โAI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shiftsโare beating benchmarks as their intersections accelerate market impact. https://t.co/LP2vqrP66E
The Iran conflict is disrupting global energy markets and weighing on growth while raising inflation risks. Morgan Stanley Research outlines three potential scenarios for markets, depending on how quickly shipments through the Strait of Hormuz resume. https://t.co/fRL3cwx6Bf
Investors have been punishing software and data stocks on worries about AI disruption, but those fears don't match the fundamentals. https://t.co/aZSfLHkdos
Investors have been buffeted by anxieties this year. But we think one of them -- the pain in private credit -- may be near its peak. https://t.co/2vO1ffMYYr
With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today's selloff is giving flashbacks to March 2025โand why he believes his bull case still holds. https://t.co/TMM1l2PaIY